Business Succession

For many business owners, operating their business day-to-day can consume virtually all of their time. Retirement often seems like a distant speck on the horizon, let alone plans to hand over the business. However, establishing a sound business Succession Plan is beneficial and often times necessary.


Proper business succession planning requires careful preparation. Business owners seeking a smooth and equitable transition of their interests should seek a competent, experienced advisor. At Croghan, our business succession experts work together to help you:

  • Advise on financial options for internal buyers or successors
  • Assemble a team of appropriate advisors
  • Prepare your business for transition
  • Customize wealth strategies to maximize the benefits and minimize taxes

 

 

 
 
2020 Business Transition Invite 

 

 

Educational resources on business succession.

 

 

 
 
 

 

 

Contact Us Today!


 

John FeySandusky County


John Fey
VP/Commercial Loan Officer

Kyle KruppBellevue | Monroeville

 
Kyle Krupp
AVP/Commercial Loan Officer

Derek NewellNorwalk | Huron County | Erie County

 
Derek Newell 
VP/Commercial Loan Officer

 


 

Tiffin | Seneca County

 
Valerie Bumb 
Commercial Loan Officer

Len GerberOak Harbor | Ottawa County

 
Len Gerber
VP/Commercial Loan Officer

Marty FolgerPort Clinton

 
Marty Folger 
VP/Commercial Loan Officer

 


 

Shannon GeorgeLucas County | Wood County 

 
Shannon George
VP/Commercial Loan Officer

Kirby HolmanLucas County | Greater Toledo

 
Kirby Holman 
VP/Commercial Loan Officer

Chris Kelly 2019Lucas County | Greater Toledo

 
Chris Kelly 
VP/Commercial Loan Officer

 


 

Kelly SmithCleveland Area

 
Kelly Smith
VP/Commercial Loan Officer

Steve VanDetteCleveland Area

 
Steve VanDette
SVP/Commercial Loan Officer

 

 

 

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